Estate and Trust AdministrativeParalegal
Aleading law firm based in Boston MA specializing in estate planningtrust administration and probate law. Our team of experiencedattorneys and paralegals is dedicated to providing highqualitylegal services to our clients helping them navigate thecomplexities of estate and trustmatters.
JobSummary :
We are seeking a highly organized anddetailoriented Estate and Trust Administrative Paralegal to joinour team. The successful candidate will be responsible forproviding administrative support to our estate planning and trustadministration attorneys as well as assisting with clientcommunications and document preparation.
KeyResponsibilities :
Assist attorneys withdrafting and reviewing estate planning documents including willstrusts and powers of attorney
Prepare and fileprobate and trust administration documents with the court
Maintain and organize client files including managingdeadlines and tracking important dates
Communicate with clients financial institutions and other partiesinvolved in estate and trust matters
Conductlegal research and prepare summaries for attorneys
Coordinate and schedule meetings appointments and courthearings
Assist with the preparation of taxreturns and other financial documents
Handleincoming calls and emails and direct inquiries to the appropriateperson
Other administrative tasks as needed tosupport the attorneys and clients
Qualifications :
Bachelors degreeand / or paralegal certificate from an accredited program
2 years of experience as an estate and trustparalegal
Strong understanding of estateplanning and trust administration processes
Proficient in Microsoft Office and legal researchdatabases
Excellent organizational andtimemanagement skills
Strong attention todetail and ability to prioritize tasks
Excellent written and verbal communication skills
Ability to handle confidential information withdiscretion
Experience with tax preparation andfilings is a plus
Benefits : Competitive salary
Competitive salary
Health dental and visioninsurance
401(k) plan with companymatch
Paid time off and holidays
Professional development opportunities
Collaborative and supportive work environment
If you are a motivated and dedicated individual with apassion for estate and trust law we encourage you to apply for thisexciting opportunity.
Join our team at Devana Group and be part ofa dynamic and growing law firm.
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